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Ishs Top 20 U S Stks Etf shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of Ishs Top 20 U S Stks Etf (TOPT) shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in Ishs Top 20 U S Stks Etf

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All positions including Ishs Top 20 U S Stks Etf held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishs Top 20 U S Stks Etf by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3k 175 30.46
2025-06-30 $4.8k 175 27.29
2025-03-31 $4.2k 175 23.82

More positions owned by Concord Wealth Partners

NVIDIA Corporation (NVDA)
Ssga Active Tr Spdr Blackstone (HYBL)
Ishares Tr Short Treas Bd (SHV)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfli Intrmdit (SPTI)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Microsoft Corporation (MSFT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Wisdomtree Tr Us Midcap Divid (DON)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Short Duration F (DFSD)
Broadcom (AVGO)

View all positions for Concord Wealth Partners

Top funds holding Ishs Top 20 U S Stks Etf

LPL Financial
BlackRock
Goodman Advisory Group
Touchstone Capital
Envestnet Asset Management
HighTower Advisors
Susquehanna International
Goldman Sachs Group
Cetera Investment Advisers
Citadel Advisors
Kestra Investment Management
Horizon Investments
Clear Creek Financial Management
Founders Financial Securities
Commonwealth Equity Services

View all funds holding Ishs Top 20 U S Stks Etf